883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-25
Holders Change %
-2.75%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
96
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
JSSH
626
J. Safra Sarasin Holding
$283K +$283K +701 New
SACTSONJ
627
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$283K
NWAG
628
Net Worth Advisory Group
Utah
$281K +$8.49K +21 +3%
FCG
629
Fielder Capital Group
Tennessee
$280K +$47.7K +118 +21%
AC
630
Avestar Capital
New York
$279K -$21K -52 -7%
RB
631
Renasant Bank
Mississippi
$279K +$6.87K +17 +3%
RP
632
Riverwater Partners
Wisconsin
$276K +$3.64K +9 +1%
IA
633
IFP Advisors
Florida
$275K +$140K +346 +103%
SCM
634
SCS Capital Management
Massachusetts
$274K
OAM
635
Ostrum Asset Management
France
$271K -$52.1K -129 -16%
MC
636
Moors & Cabot
Massachusetts
$271K -$20.2K -50 -7%
TCM
637
Teza Capital Management
Illinois
$270K -$368K -910 -58%
EW
638
Evoke Wealth
California
$270K +$270K +668 New
OWCM
639
One Wealth Capital Management
Arizona
$270K +$4.04K +10 +2%
RFC
640
Regions Financial Corp
Alabama
$268K -$30.3K -75 -10%
HT
641
Headlands Technologies
Illinois
$267K -$869K -2,150 -77%
HKIMG
642
Hutchens & Kramer Investment Management Group
Indiana
$266K -$3.25K -8 -1%
TPI
643
Trust Point Inc
Wisconsin
$266K -$8.08K -20 -3%
WI
644
WrapManager Inc
California
$266K -$54.6K -135 -17%
BMCM
645
Burns Matteson Capital Management
New York
$264K -$8.89K -22 -3%
MG
646
MilWealth Group
Wisconsin
$264K
PA
647
Parallel Advisors
California
$264K -$51.7K -128 -16%
BWM
648
Baron Wealth Management
Michigan
$264K +$36.8K +91 +16%
LAM
649
Lakewood Asset Management
Illinois
$263K
LFG
650
Larson Financial Group
Missouri
$257K -$118K -291 -31%